See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,163 | $126,574-57.2% | $106,213-49.0% | $145,922-62.9% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 6.97% | 224.79%-217.8pp | 116.14%-109.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,409 | $5,724-40.4% | $5,016-32.0% | $6,688-49.0% |
| Admin fee / account holder | $774 | $17,304-95.5% | $11,033-93.0% | $13,397-94.2% |